Independent financial guidance for the Mesa Valley community(555) 273-1460 · Mon–Fri, 8:30 AM–5:00 PM
OOAKLINEFINANCIAL PLANNINGClarity for the years ahead.

OUR TEAM

A Small Firm with Experienced Advisors

Clients work directly with the professionals responsible for their planning and ongoing advice.
REQUEST A CONSULTATION(555) 273-1460

FOUNDER & SENIOR FINANCIAL PLANNER

Thomas J. Weller, CFP®

Tom founded Oakline Financial Planning in 2004 after more than a decade in trust, investment, and planning roles with regional financial institutions. He works primarily with people approaching retirement, retirees coordinating multiple income sources, and families navigating inheritance or other significant transitions.

Tom earned a Bachelor of Science in finance from Arizona State University. He holds the CERTIFIED FINANCIAL PLANNER™ certification and completes ongoing education in retirement income planning, investment management, ethics, and regulatory responsibilities.

Before recommendations are made, Tom wants clients to understand not only what is being proposed, but also the assumptions, tradeoffs, and alternatives involved.

Community: Mesa Valley Food Cooperative volunteer · Heritage Woodworkers Guild member

FINANCIAL PLANNER & PRINCIPAL

Melissa R. Grant, CFP®

Melissa joined Oakline in 2012 and became a principal in 2021. Her work focuses on established professionals, multigenerational families, women navigating financial transitions, and owners of closely held businesses.

She earned a Bachelor of Science in economics from Northern Arizona University and holds the CERTIFIED FINANCIAL PLANNER™ certification. Her continuing education has emphasized tax-aware planning, equity compensation, education funding, and charitable strategies.

Melissa is known for turning long lists of competing priorities into a smaller number of practical next steps that families can work through over time.

Community: Board member, Mesa Valley Arts Education Fund · Volunteer trail steward

CLIENT SERVICE TEAM

The People Who Keep the Details Moving

Anne Porter

Director of Client Service

Anne coordinates new-account paperwork, transfers, beneficiary updates, meeting preparation, and follow-up requests.

David Lin

Planning Associate

David supports data organization, projection updates, plan preparation, and investment reporting under advisor supervision.

Rachel Moss

Office Administrator

Rachel manages scheduling, document delivery, office operations, and first-contact questions for prospective clients.

Professional Designations

CFP® professionals must meet education, examination, experience, and ethics requirements established by CFP Board. A designation does not guarantee investment results or imply that one professional is appropriate for every client. Additional information is available from CFP Board.

Important Information

Oakline Financial Planning, LLC is a fictional registered investment adviser created for demonstration purposes. Registration as an investment adviser does not imply a particular level of skill or training. Advisory services are provided only pursuant to a written agreement and after delivery of applicable disclosure documents.

This website is for general informational purposes only and should not be construed as personalized investment, tax, or legal advice, an offer to buy or sell any security, or a guarantee of future results. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results.